About the smallcase
A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.
The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.
The bond allocation helps with managing market volatility and providing stability to the portfolio.
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Past Performance vs
Equity Large Cap
1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch
would beStatic Allocation
₹ 142.29
Equity Large Cap
₹ 149.38
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
